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iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
626
Prospera Financial Services
Texas
$7.63M -$573K -4,895 -7%
CAG
627
Csenge Advisory Group
Florida
$7.62M +$146K +1,255 +2%
EWA
628
Etesian Wealth Advisors
Oregon
$7.61M -$279K -2,389 -4%
CBB
629
Citizens Business Bank
California
$7.6M -$122K -1,047 -2%
HSA
630
HBK Sorce Advisory
Pennsylvania
$7.56M -$10.9K -93 -0.1%
KOMWMG
631
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.52M +$221K +1,886 +3%
SWMG
632
Sard Wealth Management Group
Georgia
$7.52M +$60.2K +515 +0.8%
MA
633
Mutual Advisors
Nebraska
$7.5M +$1.62M +14,093 +28%
HBT
634
Hills Bank & Trust
Iowa
$7.5M -$475K -4,060 -6%
HCM
635
Hudson Capital Management
New Jersey
$7.49M +$205K +1,751 +3%
CPC
636
Consolidated Planning Corp
Georgia
$7.47M -$2.62M -22,380 -26%
DWT
637
Dorsey & Whitney Trust
South Dakota
$7.43M +$51.7K +442 +0.7%
KFP
638
KMG Fiduciary Partners
Ohio
$7.41M -$1.81M -15,494 -20%
RA
639
RFG Advisory
Alabama
$7.39M -$1.06M -9,032 -13%
MA
640
Montag & Associates
Georgia
$7.39M +$86K +735 +1%
GWM
641
Geneos Wealth Management
Colorado
$7.38M -$265K -2,263 -3%
AIM
642
Allen Investment Management
New York
$7.32M
HHWM
643
Hiley Hunt Wealth Management
Nebraska
$7.3M +$45.8K +392 +0.6%
PPWP
644
Premier Path Wealth Partners
New Jersey
$7.24M +$266K +2,271 +4%
NCM
645
Noesis Capital Mangement
Florida
$7.23M -$88.2K -754 -1%
AWA
646
Arkadios Wealth Advisors
Georgia
$7.22M +$263K +2,245 +4%
MWM
647
Meridian Wealth Management
Kentucky
$7.2M +$7.2M +61,593 New
BFO
648
Boston Family Office
Massachusetts
$7.19M -$68.5K -586 -0.9%
RA
649
Resolute Advisors
California
$7.19M +$283K +2,420 +4%
AI
650
Atria Investments
North Carolina
$7.16M -$1.84M -15,701 -20%